Finance Practice Targeting Target finance practices seeking a one stop HR and compliance partner that can design tailored business models, handle payroll and benefits, and mitigate regulatory risk across IRS, SEC/FINRA, and DOL.

Regulatory Expertise Differentiate with deep regulatory know how to win broker dealers and RIAs needing ongoing risk management and compliance support, while offering proactive HR and budgeting, plus 401k and group benefits to attract and retain clients.

Budget Predictability Promote predictable costing and proactive HR as a solution for small practices facing payroll and contractor management variability, with fixed fee bundles and scalable HR services.

Group Benefits Leverage the group benefits administration and multiple employer plan 401k offerings to expand deals with small employers seeking affordable retirement and health benefits and simplified plan administration.

Workforce Flexibility Highlight flexible employment options for practices using contractors or employees and position EmployShare as the partner to manage compliance and HR as workforce needs evolve, creating cross sell opportunities.